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Yaupon Capital Management’s Shell SHEL Stock Holding History

Yaupon Capital Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5M Sell
290,199
-121,561
-30% -$10.5M 0.44% 62
2026
Q1 		$38.3M Sell
411,760
-256,976
-38% -$20.8M 1.2% 26
2025
Q4 		$49.1M Sell
668,736
-303,953
-31% -$22.4M 1.78% 17
2025
Q3 		$69.6M Buy
972,689
+168,536
+21% +$12.1M 2.66% 6
2025
Q2 		$56.6M Sell
804,153
-50,296
-6% -$3.37M 2.54% 5
2025
Q1 		$62.6M Buy
854,449
+168,084
+24% +$11.3M 3.21% 6
2024
Q4 		$43M Sell
686,365
-7,276
-1% -$477K 1.78% 13
2024
Q3 		$45.7M Buy
693,641
+181,601
+35% +$12.9M 2.49% 9
2024
Q2 		$37M Buy
512,040
+49,695
+11% +$3.55M 1.87% 10
2024
Q1 		$31M Sell
462,345
-206,000
-31% -$13.2M 1.56% 14
2023
Q4 		$44M Buy
668,345
+158,510
+31% +$10.4M 3.64% 2
2023
Q3 		$32.8M Buy
509,835
+308,849
+154% +$19.2M 3.04% 1
2023
Q2 		$12.1M Sell
200,986
-136,210
-40% -$8.17M 1.55% 28
2023
Q1 		$19.4M Buy
337,196
+99,446
+42% +$5.85M 2.34% 11
2022
Q4 		$13.5M Buy
237,750
+133,900
+129% +$7.38M 2.13% 16
2022
Q3 		$5.17M Buy
+103,850
New +$5.35M 1.11% 26
2022
Q2 		– Sell
-44,297
Closed -$2.43M – 85
2022
Q1 		$2.43M Buy
+44,297
New +$2.35M 1.32% 33

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Yaupon Capital Management's SHEL Position: Q2 2026 in Review

Yaupon Capital Management reduced its Shell (SHEL) stake by 30% in Q2 2026, selling an estimated $10.5M and leaving 290,199 shares worth $22.5M. The position accounts for 0.44% of the portfolio, ranked #62.

Yaupon Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $69.6M in Q3 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Yaupon Capital Management held 290,199 shares of Shell worth $22.5M as of Q2 2026.
  • Yaupon Capital Management sold 121,561 Shell shares in Q2 2026, an estimated $10.5M.
  • Shell made up 0.44% of Yaupon Capital Management's portfolio in Q2 2026, its #62 holding.
  • Yaupon Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Yaupon Capital Management's Shell position peaked at $69.6M in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.